> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcollate.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Personas | AI Studio

> Create and manage personas in Collate AI Studio.

# Personas

A persona defines how an agent thinks, communicates, and approaches tasks. It acts as the agent's identity — shaping its expertise, tone, and the instructions it follows when performing work. When you create an agent, you assign it a persona to control its behavior.

## System Personas

Collate includes the following built-in personas. System personas are pre-installed and cannot be deleted.

| Persona                          | Internal Name         | Description                                                                                               |
| -------------------------------- | --------------------- | --------------------------------------------------------------------------------------------------------- |
| **Data Analyst**                 | DataAnalyst           | Expert data analyst specialized in business intelligence, statistical analysis, and data visualization.   |
| **Database Administrator (DBA)** | DatabaseAdministrator | Expert database administrator skilled in database management, performance tuning, and query optimization. |
| **Data Engineer**                | DataEngineer          | Technical expert in data pipeline development, infrastructure optimization, and data integration.         |
| **Data Steward**                 | DataSteward           | Data governance expert focused on data quality, compliance, and metadata management.                      |

## Create a Persona

Follow the steps below to create a new persona in AI Studio.

### Step 1: Navigate to the Personas Tab

1. In the left navigation menu, click **More** > **AI Studio**.
2. Navigate to the **Personas** tab, and click **New Persona**.

   <img src="https://mintcdn.com/collatedocs/iES0mLmZlv3DDI8N/public/images/ai-2.0/collate-ai/ai-studio/add-persona.png?fit=max&auto=format&n=iES0mLmZlv3DDI8N&q=85&s=ed9649170c68813273997c2b683f394d" alt="Add Persona" width="2394" height="990" data-path="public/images/ai-2.0/collate-ai/ai-studio/add-persona.png" />

### Step 2: Fill in Persona Details

Enter the following details:

* **Name** (required): A unique name for this persona.
* **Description** (optional): A short summary of this persona's role and focus.
* **Prompt** (required): The system prompt that defines how this persona should behave and respond. This is the core instruction set the agent follows — describe its role, expertise, responsibilities, and communication style. Use the **Preview** button to see how the prompt renders before saving.

<img src="https://mintcdn.com/collatedocs/iES0mLmZlv3DDI8N/public/images/ai-2.0/collate-ai/ai-studio/persona-details.png?fit=max&auto=format&n=iES0mLmZlv3DDI8N&q=85&s=8e8285ad6443158e0447ef22c44e053a" alt="Persona Details" width="2410" height="1658" data-path="public/images/ai-2.0/collate-ai/ai-studio/persona-details.png" />

Click **Create Persona** to save.

## Manage Personas

The **Personas** tab lists all personas with their name, provider (System or User (Personal)), description, and last updated date.

Click a persona to view its full details, including the complete system prompt. From the detail view, you can use the action buttons in the top right:

* To edit a persona, click the **Edit** icon and modify the required details.
* To refresh a persona, click the **Refresh** icon to reload it with the latest changes.

<img src="https://mintcdn.com/collatedocs/iES0mLmZlv3DDI8N/public/images/ai-2.0/collate-ai/ai-studio/manage-persona.png?fit=max&auto=format&n=iES0mLmZlv3DDI8N&q=85&s=6a8e1bf0a52aad9ba35c9777ec4ff679" alt="Manage Persona" width="2378" height="1222" data-path="public/images/ai-2.0/collate-ai/ai-studio/manage-persona.png" />
